Get First Access to Our 2025 Course Calendar
Reserve your spot in our most anticipated financial education programs launching this fall. Early registrants receive exclusive materials and priority scheduling.
Request Early Access InfoComing This Fall
Advanced Portfolio Strategies
Starting September 15, 2025
This isn't your typical investment course. We're talking about sophisticated allocation techniques that most people never learn - the kind of strategies that institutional investors use but rarely share publicly.
Tax-Efficient Savings Planning
Starting October 22, 2025
Navigate the maze of Canadian tax regulations with confidence. You'll learn how to structure your savings across RRSPs, TFSAs, and taxable accounts for maximum long-term benefit.
Estate & Legacy Preparation
Starting November 8, 2025
Most families lose 30-50% of their wealth during transitions between generations. Our program focuses on practical preservation strategies that actually work in real situations.
Why Register Early?
Early access means more than just securing your spot. You're joining a select group with special advantages.
- Choose from premium time slots before general enrollment
- Receive preparatory materials 3 weeks in advance
- Join exclusive pre-course Q&A sessions
- Access to recorded sessions for 12 months
- Priority support from our instructional team
Small Class Sizes, Big Results
Each course is limited to just 18 participants. This creates the kind of focused learning environment where you can actually ask the questions that matter to your specific situation.
No giant lecture halls. No generic advice. Just practical guidance you can implement immediately.
Early Bird Advantages
Being first in line comes with meaningful benefits that extend well beyond the classroom experience.
Premium Scheduling Options
Get first pick of class times before we open registration to the general public. Evening sessions and weekend workshops fill up incredibly fast - early access gives you the scheduling flexibility you need.
Exclusive Pre-Course Materials
Receive detailed preparation guides, reading lists, and foundational materials three weeks before your course begins. This head start helps you maximize every minute of class time and arrive ready for deeper discussions.
Direct Instructor Access
Join monthly virtual coffee sessions with our lead instructors throughout 2025. These informal discussions give you ongoing support and the chance to dive deeper into topics that particularly interest you.
